Douglas C. Lane & Associates’s Unilever UL Stock Holding History

Douglas C. Lane & Associates’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$311K	Sell	6,418 -320	-5%	-$15.6K	0.01%	191
2015 Q3	$309K	Sell	6,738 -1,200	-15%	-$57.4K	0.01%	194
2015 Q2	$384K	Sell	7,938 -1,209	-13%	-$59.8K	0.01%	187
2015 Q1	$429K	Sell	9,147 -469	-5%	-$22.5K	0.01%	179
2014 Q4	$438K	Sell	9,616 -1,984	-17%	-$91K	0.01%	174
2014 Q3	$547K	Sell	11,600 -444	-4%	-$21.9K	0.02%	161
2014 Q2	$614K	Buy	12,044 +844	+8%	+$42.3K	0.02%	154
2014 Q1	$539K	Sell	11,200 -1,244	-10%	-$56.1K	0.02%	155
2013 Q4	$577K	Sell	12,444 -5,504	-31%	-$246K	0.02%	152
2013 Q3	$779K	Buy	17,948 +294	+2%	+$13.3K	0.03%	135
2013 Q2	$803K	Buy	+17,654	New	+$839K	0.03%	139

Other funds holding UL

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Douglas C. Lane & Associates's UL Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Unilever (UL) stake by 4.7% in Q4 2015, selling an estimated $15.6K and leaving 6,418 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #191.

Douglas C. Lane & Associates first reported a position in UL in Q2 2013 and has held it in 11 quarters since. The position peaked at $803K in Q2 2013. 509 funds tracked by Wall St. Rank hold UL as of Q4 2015.

Douglas C. Lane & Associates held 6,418 shares of Unilever worth $311K as of Q4 2015.
Douglas C. Lane & Associates sold 320 Unilever shares in Q4 2015, an estimated $15.6K.
Unilever made up 0.01% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #191 holding.
Douglas C. Lane & Associates first reported a position in Unilever in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's Unilever position peaked at $803K in Q2 2013.
509 funds tracked by Wall St. Rank held Unilever as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.